I see a lot of advisors who, say, just want to start smiling and dialing again. That’s how they built their business. But it doesn’t work that way anymore.”
Carly McCulloch, executive business coach, Peak Advisor Alliance |
Summary: Living and working in Harrison, Ark. (population: 15,000), Ken Savells took an appropriately small town approach to marketing. “I got on the phone and then I met with people,” says Savells, who started his practice Centurion Financial Services in 1999. “I just know a lot of folks in town. It was all through face-to-face relationships.” Savells continued following that tack until about four years ago, when he found he had to spend a lot more time serving clients than gathering new ones.
I see a lot of advisors who, say, just want to start smiling and dialing again. That’s how they built their business. But it doesn’t work that way anymore.”
Carly McCulloch, executive business coach, Peak Advisor Alliance |
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